Mark Paul De Guzman Juloya

Employer firm

Syndicated Capital, Inc. CRD 29037

$142M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 03/2016 → 12/2016
  Ameritas Investment Corp
  Lincoln, NE
• 03/2016 → 12/2016
  Ameritas Life Insurance Corp
  Lincoln, NE
• 06/2016 → 02/2017
  Creative Benefits, Inc.
  Chino Hills, CA
• 02/2017 → 12/2021
  Creative Benefits, Inc
  Temecula, CA
• 01/2022 → Present
  Syndicated Capital, Inc.
  Monrovia, CA

Previous Registrations

• 2017-02-15 → 2021-12-20
  Palomar Advisors Inc.
  Temecula, CA
• 2016-05-10 → 2016-12-27
  Ameritas Investment Company, Llc
  Chino Hills, CA
  Lincoln, NE
  Chino Hills, CA
• 2015-01-20 → 2016-03-10
  Equity Services, Inc.
  San Diego, CA
• 2011-03-25 → 2014-12-23
  Pruco Securities, Llc.
  Ontario, CA

Other Businesses

*CREATIVE BENEFITS; SAME AS BRANCH; INV REL; FIXED INSURANCE INCLUDING LIFE, HEALTH, P&C, FIXED ANNUITIES; BENEFITS CONSULTANT; START DATE=06/2016; HRS/MO=100; TRADING HRS/MO=100; FIXED INSURANCE SALES TO BUSINESS OWNERS AND THEIR EMPLOYEES;

Exams

• S66 Uniform Combined State Law Examination
  2009-04-28

Other Names

• Mark Paul De Guzman Juloya
• Mark Juloya
• Mark De Guzman Juloya
• Mark Paul Juloya
• Mark De Guzman Juloya